KGI Securities analyst Ming-Chi Kuo, who has provided seemingly accurate information about previous Apple hardware releases (timing non-withstanding), claims that Apple’s much-rumored wearable wrist device will not arrive until late 2014. The analyst pinpoints production to begin sometime in the second half of the year:
Businessweek covers a talk given by Apple (and former Google) board member Bill Campbell who “held court” on Friday at the Mountain View headquarters of Intuit, where he serves as chairman. Notably, he discussed former Apple execs Tony Fadell who now runs Nest and Ron Johnson who just got fired from JCPenney. Of Nest, he pre-announced new products, saying
“You would think that people would yawn at something as boring as a thermostat,” Campbell said. “So, I’ve been surprised at how it has done and is doing. It will be the first of many products that come out of that company, which has a brilliant CEO and engineering team.”
Of Ron Johnson‘s exit at JCP, he said, “You have to keep your current business going while you experiment with a new one. He didn’t do that. He just put a bullet hole in his current business.”
But perhaps most interesting for those yearning for an iWatch, Campbell told the business software company Read more
Update: Apple appears to have removed the job listing, but we grabbed a screenshot above and below.
We know that Apple has been investigating various methods of incorporating flexible displays in its mobile devices thanks to a handful of patents and patent applications published over the last year. Flexible display rumors have picked up steam even more since rumors of an iWatch from Apple, and just today we came across two new Apple patent applications detailing flexible devices that could change states as a user bends or twists the device. We all know Apple patent applications have never been a good indication of future product releases, but now Apple has came right out and stated in a job listing that it is indeed considering flexible displays.
Apple Inc. is looking for a Display Specialist to lead the investigation on emerging display technologies such as high optical efficiency LCD, AMOLED and flexible display to improve overall display optical performance.
The job listing seeking a Sr. Optical Engineer was posted earlier this month and looks for a display expert to investigate “high optical efficiency LCD, AMOLED and flexible display.” Specifically, Apple is requesting someone to “Analyze the trade-offs between design, process, optical performance, and implementation feasibility,” hinting that the company is considering introducing new, advanced display technology in the future: Read more
We’ve seen predictions for an Apple HDTV and a revamped Apple TV experience come and go over the last couple of years. Analysts have predicted several times since as far back as 2011 that we’d see Apple introduce its own full-fledged TV set by the end of the year, and the most vocal analyst, Piper Jaffray’s Gene Munster, was still calling for a full HDTV by the end of the year with an innovative new remote control last we checked in. Today, in a note that sounds like it should have been scheduled for an April 1 release, another analyst has backed Munster’s claims that Apple will launch a full TV set (not a set-top box) in the second half of 2013.
Topeka Capital Markets analyst Brian White issued a note to clients today, following checks with supply chain sources in Asia (via BGR), claiming Apple’s “iTV” project will launch this year in 50- to 60-inch variants and come with a ring-shaped motion controller dubbed, get this, “iRing”:
The “iTV” ecosystem represents a major innovation for the $100 billion LCD TV industry that will revolutionize the TV experience forever, in our view. First of all, we believe “iTV” will be 60-inches in size (but could also include 50-55 inch options). Secondly, we believe Apple will release a miniature device called “iRing” that will be placed on a user’s finger and act as a navigation pointer for “iTV”, enhancing the motion detection experience and negating some of the functionality found in a remote.
White continued by saying Apple will include a “mini iTV” with iTV that will allow users to have a second-screen experience on a smaller, iPad-sized display: Read more
Known for being a ‘fast follower’, a company that, er, watches what others do and aims to quickly launch a competitive product, Samsung appears to be following Apple’s lead in revealing nothing at all about the device: no feature-list, no visuals, no price, no launch-date. Samsung’s executive vice president of mobile business Lee Young Hee said only: “We’ve been preparing the watch product for so long. We are working very hard to get ready for it. We are preparing products for the future, and the watch is definitely one of them.” Thanks for that, Samsung.
The alleged screenshots that appeared last month on Slashgear suggested a 500×500-pixel touchscreen device running a new operating system supposedly named AltiusOS.
The smartwatch market is estimated to be worth $60 billion a year. Just to put that in perspective, that’s about 16 percent of the $358 billion handset market. Marshal Cohen, an analyst at NPD Group in Port Washington, told Bloomberg: “We’re going to see formidable competition coming from many different directions — from device makers, accessory makers, even fashion designers.”
Laurence Balter, chief investment strategist at Oracle Investment Research, said he believed Apple’s strategy should be to use the iWatch as an affordable entry into the Apple ecosystem, generating sales for its more expensive products. “If I were Apple, I’d strategically price the watch as low as possible to bring as many as possible into the ecosystem,” he said.
It’s expected that most smart watches will follow Pebble’s lead in making the device a Bluetooth accessory to a phone and not a standalone gadget, but there has been speculation that the iWatch will run iOS, potentially allowing it to perform useful functions without a link to an iPhone.
AAPL stock has been in the news a lot lately, whether it comes to Warren Buffett’s opinion on buy-backs, the issue of preferred stock, or even its teetering market cap, but a closer look at the company’s NASDAQ fluctuation over the last year oddly shows a parallel to GOOG.
The graph above illustrates both Apple and Google’s highs and lows since September 2012, and, for the most part, they clearly mirror each other. The companies notably entered the zero-sum game in December 2012 and have continued this trend to present day.
The graph above is a more micro look at 2013, and it shows, again, that Google goes up every time Apple goes down.